Import your trade history from a file
The fastest way to get your investments into Metrifly is to upload a file from your broker. By the end of this, your full trade history — every buy, sell, and dividend — will be in your portfolio, with prices, holdings, and performance filled in for you.
You can import a spreadsheet from almost any broker. If Metrifly has a preset for yours, the columns are matched automatically. If not, you can still import using a generic layout or let Metrifly’s AI work out the columns for you.
Before you start
Section titled “Before you start”A couple of things make the import go smoothly:
- Pick a single portfolio, not a group. Import is only available when one portfolio is selected in the portfolio selector. In a group view, the import option is hidden.
- Have your broker file ready. Export your trade history, confirmations, or activity from your broker as a CSV or Excel file. If your broker has a step-by-step export guide, follow that to get the right file.
- Check the file. It must be under 10 MB. For Excel files, your data needs to be on the first sheet.
Step 1 — Open the import wizard
Section titled “Step 1 — Open the import wizard”- Select the portfolio you want the trades to go into.
- Go to Transactions → Add Holdings → Import from file.
- Choose how Metrifly should read your file:
- Your broker — pick it from the list for automatic column matching (recommended if it’s there).
- Generic format — a standard column layout you can match yourself.
- AI mapping — let Metrifly detect the columns when your headers are unfamiliar.
The wizard then walks you through four steps: Upload → Map columns → Review → Import.
Step 2 — Upload your file
Section titled “Step 2 — Upload your file”- Drag your file onto the upload area, or click to browse for it.
- Metrifly reads the file and shows you a preview of what it found.
If you picked a broker preset, you’ll also see that broker’s export instructions right on this step — handy if you still need to download the file.
Step 3 — Map your columns
Section titled “Step 3 — Map your columns”This step matches the columns in your file to the fields Metrifly needs. If you chose a broker preset, this is usually done for you and Metrifly skips straight to Review. You only need to map columns manually with the generic or AI options, or if a preset can’t match everything.
At minimum, Metrifly needs to know which columns are your trade type, date, and ticker (plus the exchange, or an ISIN instead of the ticker).
The generic format uses these columns:
| Column | Required? | Notes |
|---|---|---|
| Type | Yes | BUY, SELL, or DIVIDEND (common variations are recognised) |
| Ticker | Yes* | *Optional if you map an ISIN instead |
| Exchange | Yes* | ASX, NYSE, NASDAQ, LSE, NSE, BSE, or OTHER |
| Date | Yes | YYYY-MM-DD or DD/MM/YYYY |
| Quantity | No | Leave blank for dividends |
| Price | No | Per unit |
| Fee | No | |
| Fee Currency | No | |
| Notes | No |
Extra columns like Currency, Amount, Franking Credits, or Asset Name are picked up automatically when they’re present.
Step 4 — Review what will be imported
Section titled “Step 4 — Review what will be imported”Metrifly checks every row and sorts them into three groups so you can see exactly what’s coming in before anything is saved:
| You’ll see | What it means | What to do |
|---|---|---|
| Valid | Ready to import | Pre-selected — nothing to do |
| Warning | Looks like a possible duplicate | Tick it only if it really is a separate trade |
| Error | Can’t be imported yet | Go back and fix the mapping or the data |
When you’re happy, click Import N trades to bring in the selected rows.
Step 5 — Let Metrifly finish up
Section titled “Step 5 — Let Metrifly finish up”After you import, Metrifly runs a short checklist to fill everything in: it creates your holdings, fetches prices and exchange rates, applies benchmarks, and loads dividends. For long date ranges it may also rebuild your full performance history.
When it’s done you’ll see one of three outcomes:
- Completed — everything imported and enriched.
- Partial — your trades imported, but one or two enrichment steps (like prices or dividends) didn’t finish. You can usually just retry, or they’ll catch up on the next refresh.
- Failed — the import didn’t go through. Check the error and try again.
From here you can Import more or head back to your portfolio to see your holdings.
Good to know
Section titled “Good to know”- A “Check symbol” pill on a holding means Metrifly couldn’t match that ticker to a priceable symbol — often because a broker export uses an internal scrip code. Fix the ticker, or re-import with the ISIN column mapped.
- Individual enrichment steps can fail without failing the whole import. A red ✕ next to one step (say, dividends) doesn’t undo your imported trades.
- Your broker isn’t in the list? That’s fine — any broker that exports a CSV or Excel file works. Use Generic format or AI mapping. See Find your broker’s export guide.
Troubleshooting
Section titled “Troubleshooting”| Problem | Fix |
|---|---|
| The import option isn’t there | You have a portfolio group selected. Switch to a single portfolio. |
| Your file is rejected | Use a .csv, .xlsx, or .xls file under 10 MB. |
| Rows from your Excel file are missing | Your data must be on the first sheet of the workbook. |
| You’re stuck on the Map columns step | Make sure you’ve mapped Type, Date, and either Ticker + Exchange or ISIN. |
| Lots of rows show errors | You’ve probably picked the wrong preset. Try Generic format or AI mapping instead. |
| A holding shows Check symbol after import | Verify the ticker and exchange, or re-import with an ISIN column. |
| Some trades look like duplicates | Rows flagged as Warning are possible duplicates — only tick the ones that are genuinely separate trades. |
Related articles
Section titled “Related articles”- Find your broker’s export guide — export steps for 40+ brokers
- Add a trade manually — for one-off trades
- Auto-import trades from your broker’s emails — Starter and above
- Edit, fix, or delete a transaction